Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
42,586
shares
|
$19.3 Million
2.09% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
May 09, 2025 Q1 2025 |
42,577
shares
|
$19.3 Million
10.22% of portfolio
|
Q1 2025
Added 176.1%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
42,533
shares
|
$19.3 Million
2.55% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
42,527
shares
|
$19.3 Million
12.03% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
42,493
shares
|
$19.3 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
42,436
shares
|
$19.3 Million
1.99% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
42,422
shares
|
$19.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Hoertkorn Richard Charles
|
Apr 24, 2025 Q1 2025 |
42,330
shares
|
$19.2 Million
9.35% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
42,326
shares
|
$19.2 Million
3.94% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
42,303
shares
|
$19.2 Million
3.07% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Bloomberg Sen Inc.
Toronto, A6 |
May 06, 2025 Q1 2025 |
42,300
shares
|
$19.2 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
42,300
shares
|
$19.2 Million
6.42% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
42,150
shares
|
$19.1 Million
4.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
42,149
shares
|
$19.1 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
42,028
shares
|
$19.1 Million
2.9% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
42,024
shares
|
$19.1 Million
7.09% of portfolio
|
Q1 2025
Reduced 29.65%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
42,018
shares
|
$19.1 Million
9.31% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,982
shares
|
$19.1 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
41,965
shares
|
$19.1 Million
9.1% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
41,961
shares
|
$19.1 Million
3.91% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
41,960
shares
|
$19.1 Million
4.5% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
41,936
shares
|
$19.1 Million
19.48% of portfolio
|
Q1 2024
Reduced 48.58%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
41,902
shares
|
$19 Million
1.7% of portfolio
|
Q1 2025
Added 214.79%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
41,847
shares
|
$19 Million
3.71% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
41,786
shares
|
$19 Million
0.9% of portfolio
|
Q1 2025
Added 12.1%
|